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Analysts Don Kellogg and Roger Entner discuss Verizon's new guarantees and free phone offer, as well as the latest news on tariffs and their implications for carriers, consumers, and the nation as a whole.

00:53 Verizon's new guarantees may not be enough

3:00 Slowing growth indicates recession

05:16 Tariff implications for smartphones and carriers

10:36 Average Americans are under financial pressure

13:04 Uncertainty is bad for manufacturing and investing

14:55 Nevertheless, telecom remains largely recession-proof

17:13 Episode wrap-up

Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, tariffs, Verizon, AT&T, guarantee, retention, net adds, churn, gross adds, recession, cable, India, China, iPhone, Apple, carriers, BLS, savings, debt, Walmart, manufacturing, bonds, consumers

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200 episodes